Import Customers and Leads from Excel

If you've got a list of customers or leads in Excel, you can now import it directly into Oppi.

The new Customers and Leads Import Tool removes the need to manually create every company, contact and location. Simply upload your spreadsheet and Oppi will automatically organise the data into the appropriate records, making it much quicker to get your information into the system.

The import tool also gives you the flexibility to map your spreadsheet to any customer or opportunity field available in Oppi. This means you can import far more than just basic contact details, ensuring the information you already have is transferred where you need it.

Whether you're importing a prospect list, onboarding new customers or migrating from another system, the process is faster, more accurate and requires far less manual data entry.

It's a practical addition that makes importing and organising customer data much easier, especially when working with larger datasets.

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